Page tree
Skip to end of metadata
Go to start of metadata

Issue: Opportunity name is changing in Salesforce after the sync gets completed.

Reason: The “OpportunityId” field will not be present in the Invoice layout in QuickBooks, hence the Opportunity name will change in Salesforce when the sync runs.

Solution:

  1. Open any random Invoice in QuickBooks.

  2. Click on Formatting. (refer the attachment)

  3. Click on Customize Data Layout. (refer the attachment)

  4. In the Header section, checkmark the checkbox which is in front of OpportunityId.

  5. Click ok.



Once the above steps are completed make sure that the OpportunityId field is populated in the Invoice layout.
  • No labels